$MBLY 0.48 Noisy

Notable posts

• @wallstengine neutral 99 eng

  Mobileye $MBLY plans to launch a robotaxi service in a major U.S. city in 2027. The initial fleet is expected to be ~100 fully driverless vehicles, with a goal to scale to ~17,000 vehicles over the following five years. https://t.co/JFGTu5F4EB

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• @wallstengine neutral 76 eng

  MOBILEYE $MBLY Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $508M (Est. $481.2M) 🟢; roughly flat YoY 🔹 Adj. EPS: $0.19 (Est. $0.06) 🟢; +50% YoY 🔹 Adj. Gross Margin: 66%; -303 bps YoY 🔸 Founder and CEO Amnon Shashua plans to step down once a successor is appointed. Raises FY26 Guidance: 🔹 Revenue: $1.97B-$2.02B (Est. $1.98B) 🟢 🔸 Previous guide: $1.935B-$2.015B 🔸 Revenue midpoint raised by $20M to $1.995B 🔹 Adj. Operating Income: $365M-$425M (Est. $213.8M) 🟢 🔸 Guidance midpoint increased 88%, primarily due to Israel’s new R&D incentive grant Business Highlights: 🔹 Added a high-volume Cloud-Enhanced ADAS design win with Stellantis 🔸 Expected gross profit per unit is more than double Mobileye’s current average base ADAS profitability 🔹 Volkswagen’s MOIA began public robotaxi testing in Hamburg with safety drivers 🔹 Mobileye accelerated development of its own vertically integrated robotaxi service 🔹 System shipment volumes increased 3% YoY Other Metrics: 🔹 Adj. Operating Income: $155M; +46% YoY 🔹 Adj. Operating Margin: 31%; +956 bps YoY 🔹 Adj. Net Income: $155M; +52% YoY 🔹 Cash and Investments: $1.4B 🔹 First-Half Operating Cash Flow: $210M 🔹 First-Half Capital Expenditures: $51M 🔹 Share Repurchases: $24M Important Context: 🔸 Mobileye recognized a $93M non-GAAP R&D incentive benefit in Q2 covering the entire first half of 2026. 🔸 The margin and operating-income improvement was therefore heavily supported by the new Israeli incentive, while underlying gross margin declined due to lower China OEM pricing and a greater mix of lower-margin SuperVision hardware.

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• @wallstengine neutral 74 eng

  Today's Key Events (All EST) — 07/23/2026 08:30: US Initial Jobless Claims 08:30: Chicago National Activity Index 13:00: US 10-Year TIPS Auction Before Open 👇 06:00: Thermo Fisher $TMO 06:00: Honeywell $HON 06:00: Cleveland-Cliffs $CLF 06:00: PG&E $PCG 06:30: Lockheed Martin $LMT 06:30: Ameriprise $AMP 06:30: Lazard $LAZ 06:45: Quest Diagnostics $DGX 06:55: RTX $RTX 06:55: Tractor Supply $TSCO 06:55: Dover $DOV 06:55: Roper Technologies $ROP 07:00: American Airlines $AAL 07:00: Comcast $CMCSA 07:00: Nasdaq $NDAQ 07:00: Harley-Davidson $HOG 07:00: Pool $POOL 07:15: Mobileye $MBLY 07:30: Albertsons $ACI 07:30: IMAX $IMAX 07:35: T-Mobile $TMUS 07:45: Union Pacific $UNP 08:00: Freeport-McMoRan $FCX 08:00: Norfolk Southern $NSC 09:30: Infosys $INFY Before Open: Blackstone $BX Before Open: RELX $RELX After Hours 👇 16:00: Intel $INTC 16:05: Comfort Systems USA $FIX 16:05: Deckers Brands $DECK 16:05: Newmont $NEM 16:05: Boyd Gaming $BYD 16:05: RingCentral $RNG 16:05: Digital Realty $DLR 16:05: Robert Half $RHI 16:05: Hartford Financial $HIG 16:05: SS&C Technologies $SSNC 16:05: VeriSign $VRSN 16:10: Kinsale Capital $KNSL 16:15: Edwards Lifesciences $EW 16:15: Boston Beer $SAM 16:30: Sallie Mae $SLM 17:00: Ovintiv $OVV Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine neutral 67 eng

  Mobileye $MBLY will supply cloud-enhanced ADAS for select Stellantis vehicles beginning in 2027. The system will use Mobileye’s crowdsourced road intelligence to support lane keeping on unmarked roads and hands-free, eyes-on driving in designated conditions, starting with select U.S. models. Mobileye’s REM network now draws data from more than 8 million vehicles, covering 34 billion miles and over 95% of public roads in the U.S. and Europe.

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• @ripster47 bullish 22 eng

  🚨BIG Feature Launched today on https://t.co/3jEjW3yS30 to help make good investing decisions: On Demand Earning Analysis for Traders Just Click the button on your favorite stock and see institutional grade Analysis so you can make educated decision for investments $MBLY https://t.co/ajCp2vvB2x

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• @tenet_research neutral 30 eng

  Tenet Market Wake-Up Summary 📷📷 July.21.26 $SPX $NVO $LLY $NVDA $NBIS $ASTS $ORCL $LEN $RKT $DHI $OPEN $MBLY $RDW $U $KTOS $OSS $CLSK $NU $NOC $GM $MMM $NVS $WRB $STLD $MSCI $KEY $SYF $FOR $EFX $FTNT $META $IREN $CRM $ADBE $WDAY $ESTC $FROG $INTU $RPD $UTZ $BGDE $CRNT $CLBK $AGIO $BTC @ripster47 | @TENETTRADEGROUP | @TenetCharts

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• @TENETTRADEGROUP neutral 20 eng

  Tenet Market Wake-Up Summary 📷📷 June.16.26 $SPX $HPE $QCOM $MSFT $NVO $LLY $OLN $HUN $AMD $RXT $MBLY $INTC $OKLO $HOOD $DELL $NVDA $EQIX $CSCO $PLAY $DOMO $WLY $XOM $CAMP $FLUT $DT $TSLA $PLTR $ROK $SKT $HITI $SHMD $SPCX @ripster47 | @tenet_research | @TenetCharts https://t.co/bRg3Ciza0Z

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